In this role, Riley works with the asset transfer team, helping to ensure that new accounts arrive to Cumberland Trust smoothly and efficiently. In this role, Robert works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. In these instances, planning for the unimaginable may help avoid unnecessary guilt and stress and relieve caregivers of decision-making burdens during unexpected medical emergencies. The Tennessee Community Property Trust Act, passed in 2010, creates benefits for trusts owned by spouses, including providing equal ownership of property and the sharing of appreciation and income. Haley holds a degree in environment and sustainability with a minor in political science from Sewanee: The University of the South in Sewanee, Tennessee. Some of these accomplishments include winning the TIAA Excellence Award, serving as a TIAA Emerging Leader, on the Diversity and Inclusion Council and as a corporate United Way liaison. C. Runcie Clements, IV joined Cumberland Trust and Investment Company in 2002 and serves as Chief Legal Officer and General Counsel. She is a Certified Trust and Fiduciary Advisor (CTFA) and has completed Cannons Trust School program. Heather received a B.A. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. In her role as Trust Officer, Amanda works with individuals and families, providing service and attention to the day-to-day needs of personal trust clients. We are located in one of the most trust-friendly states, giving our clients and their assets access to very favorable trust laws. He received a J.D. Caroline serves as a board member of the YWCA of Nashville and Middle Tennessee. degrees in Finance and Management from Lipscomb University. Claim This Company Page Cumberland Trust Hiring Prior to joining Cumberland Trust, Elly served as Deputy Finance Director for a Nashville mayoral campaign and prior to that as a director of a prison re-entry program in Texas. Previously, he focused on the administration of life insurance trusts. Jody Hines serves as Vice President and Trust Officer in the Personal Trust Administration department. BBB File Opened: 2/19/2004. Find local administrative orders and rules. Scott Martin, contributing editor, The Trust Advisor. Mr. Presley is a licensed attorney and Certified Trust and Financial Advisor (CTFA). One of our co-founders is a former insurance actuary (e.g. Site by. Hitting the sweet spot is part art, part science, he explains. Site by Circa Creative Studios. Alex focuses on providing careful and attentive trust administration, specializing in distinctive care services. Shelly served on the Executive Committee of the Georgia Bar Association Fiduciary Law Section and was a past chair of the Atlanta Bar Estate Planning and Probate Section. In this role, Meredith works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Adriana Sosa joined the Cumberland Trust Asset Transfer team in 2021 as an Asset Transfer Specialist. Site by, The Collaborative Directed Trustee/Financial Advisory Relationship. Robert holds a B.S. Establishing a trust is not merely a plan to minimize taxes. She assists in the onboarding of new Cumberland Trust clients and their advisors, providing attentive support during times of change. Michelle holds a bachelors degree in Education from Aquinas College. Outside of work, Millie enjoys reading, hiking, traveling, and spending time with friends and family. Site by. Brianna McCray joined Cumberland Trust as a Trust Specialist in 2021. He received a J.D. Previously, he worked as a conflict analyst with Pillsbury Winthrop Shaw Pittman. in Business Administration from Belmont University and an M.B.A. from the Jack C. Massey School of Business at Belmont University. Amanda Laginess joined the Cumberland Trust team in 2020. NOTE:Accuracy is not guaranteed. Previously, Ashley worked for Newt Gingrichs 2012 presidential campaign. This legislation allows all of the trust creators top advisors to be involved in the trust management. Bob Carville joined the Cumberland Trust team in 2022. How Can I Protect My 401(k)? Elsie Bennett joined the Cumberland Trust team in 2015. unit 3: personal and business finance grade boundaries. . Helina works with the compliance department to help ensure that accounts are opened and documented correctly. As Assistant Vice President and Trust Officer, Melissa supports our beneficiaries with special needs, and focuses on providing responsive and attentive service to clients and their financial, legal, and tax professional advisors. He has held internships with Davos Investment Group, performing macroeconomic and market research; as well as Vault Investment Properties, working with real estate investment. Riley holds a B.S. from Indiana University Maurer School of Law and is licensed to practice law in Tennessee. She was awarded the Certified Trust and Financial Advisor Designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. She received a J.D. Laura holds a Bachelor of Social Work from the University of Mississippi and a Master of Social Work from St. Louis University. Sharon received a B.S. in Business Management (Deans list & OVC Commissioners Honor Roll). Previously, Chris served as Senior Vice President, Managing Director, and Head of Administration. Additionally, she mentors trust officers and their teams, building connections between Cumberland Trusts relationship managers, external advisors, and clients. Stocks, after a few years of. For a client with that kind of wealth, the $20,000 translates into at most 40 basis points a yearpretty low by industry standards. $25.00. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. As with the TISA, this act requires that the trustee is a Tennessee resident or trust company. As a directed trustee, we do not offer investment management services; therefore, we do not compete with financial. in Education from Middle Tennessee State University and a Paralegal Certification from Southeastern Paralegal Institute in Nashville, Tennessee. Tim is a graduate of the American Bankers Association Trust School where he earned the Certified Trust and Financial Advisor (CTFA) designation. In this role, Ryan works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. Plumbing Permit Application. As Vice President and Manager, Business Development Associate, Carla oversees the onboarding of new business in the Nashville area while managing a team of engagement officers. cumberland trust fee schedule. Earlier in her career, Lou Anne worked in the Cook County States Attorney Office in Chicago as an Assistant States Attorney and Prosecutor in the Appellate Division and then in the Abuse and Neglect Division of Juvenile Court. There's still a fair amount of mystery surrounding exactly whats baked into each of those basis points. With a connected team of 120+ experts at your service in 10 offices nationwide. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trustorestate. A qualified executor must have good business sense, understand the complexities of the various laws of taxation and administration that apply to an estate, provide detailed record keeping, and provide timely and consistent communication. , passed in 2004, provides a comprehensive set of laws that allow a trust to be administered very efficiently and effectively. Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect. A beneficiary can be a person or an institution. Robert focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. As Assistant Vice President and Trust Officer in Personal Trust Administration, Lauren works with clients on day-to-day needs while also focusing on longer-term trust administration goals. Prior to joining Cumberland Trust, she worked as a Branch Manager with SunTrust Bank in Nashville, TN. Lori is also a graduate of Belmont Universitys Center for Executive Education in Financial Planning and has obtained CFP certification. in Education with Majors in Kinesiology and Criminology from The University of Tennessee, Knoxville. Our Cumberland Trust Family is Here to Take Care of Yours Trusted relationships are at the heart of what we do. Andrea has extensive experience in financial planning, account management, and trust administration and management. Katrina holds a B.S.B.A (magna cum laude) in Marketing with a minor in Hospitality from the University of Central Florida. Owen Lovell joined Cumberland Trust as a Trust Administrator in 2022. In this role, she works closely with clients and their families, along with their legal, financial, and tax professional advisors. However, if non-routine or extraordinary services . degree in Sociology and minor in Psychology from the University of Southern Illinois-Edwardsville. All deeds of conveyance, (with or without a plat), trust deed, fixture filing or security agreement concerning real estate. Each time they were early or on time, fast, and provided excellent service. She focuses on topics related to family governance structures, succession planning, and working with a corporate trustee. Rene received her B.A. Prior to joining Cumberland Trust, Avery was an associate attorney at Brazil Clark, PLLC and worked as an Investment Advisor at Valor Financial Services. in Public Relations with a Minor in Marketing from Belmont University. Our trustee fee schedule forces us to be effective and mindful. Katrina focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families she serves. As Vice President, Director, and Senior Fiduciary Counsel, Leslie reviews and drafts documents relating to trust accounts. Jodi Monroe joined Cumberland Trust in 2013. Additional fees may apply for special services. Impartiality. Avery focuses on being responsive, attentive, and understanding in order to build relationships with the clients and families he serves. Prior to her career with Cumberland Trust, Lorena worked with children and families as a nanny and au pair. 2022 Orphans' Court Calendar (pdf) 2022 Full Court Calendar (pdf) Rules. Rebecca has participated in the Memphis Business Journal Table of Experts panel conversations. Previously, Stephen served as Fiduciary Counsel and Special Assets Officerreviewing and preparing documents and working with unique, illiquid, and hard-to-value assets held in trust. with a concentration in Business Transactions from the University of Tennessee College of Law (magna cum laude). Until further notice, the original 1905 portion of the old courthouse is CLOSED to the public due to the current structural integrity of the Building. Lindsay Phillips joined Cumberland Trust as a Trust Specialist in 2022. from the University of Memphis Cecil C. Humphreys School of Law. He advises the company on trust and estate administration, special assets administration, fiduciary compliance and corporate governance matters. Many matters that used to require a court to resolve may now be resolved by agreement among the beneficiaries. In this role, she reviews and drafts documents relating to incoming and transferring trusts. fremont hospital deaths; what happened to tropical tidbits; chris herren speaking fee; boracay braids cultural appropriation; cumberland trust fee schedule. As Vice President, Trust Officer, and Administration Manager, Dudley is responsible for relationship management and account administration, with a focus on high-net-worth families and their needs. He also leads training initiatives to support Cumberland Trusts growing administration team as they serve clients. Fees and Fines. Emily Dye joined Cumberland Trust in 2019. Shelby holds a B.S. 2021 Cumberland Trust. Please consult the institution directly to confirm costs. Services are intended to be all-inclusive. Prior to joining Cumberland Trust, she was a Trust Officer at First Tennessee providing account and administration support to families in the areas of personal trust, employee benefits, and investment management. Alex Gillott has been with Cumberland Trust since 2013. Leslie earned a B.A. Previously, Eleanor worked as an intern for The Frist Centers development department and in the development and finance division of Christies New York. He received his J.D. She is a graduate of Southern Trust School in Mobile, Alabama and has earned her Certified Trust and Financial Advisor designation (CTFA). Eloise Schroer joined Cumberland Trust as a Trust Specialist in 2022. in Psychology from Sewanee: The University of the South in Sewanee, Tennessee and an M.B.A. from Concordia University in San Antonio, Texas. She specializes in delivering a range of customized trust solutions to best serve each client. Just another site. Specialized expertise combined with care and compassion for your family. Originally from Lake McQueeney, Texas, as Vice President and Regional Development Officer Elly focuses on building relationships with legal, financial, and tax professionals throughout the state of Texas. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. I used them twice recently, moving to and from Pennsylvania. High-touch administration for those needing additional support. Senior Vice President & Business Development Officer. * Preservation fee added to every recorded . This could mean naming current beneficiaries and then allowing for the inclusion of others born after the trusts inception. For questions or to schedule an appointment, please call 717-240-6345 or email regofwills@cumberlandcountypa.gov. She is a member of the Society of Trust & Estate Practitioners and earned Financial Planning Certificates 1, 2, and 3 from the Chartered Insurance Institute in the UK. Republic Centre, Suite 1540 She focuses on being responsive, attentive, and understanding to build relationships with the clients and families she serves. With 15 years of experience in the financial and banking industry, Jeiman brings a high level of expertise to her clients. Agency trust fee schedules are unique as they fall under agency trustee services. Previously, she worked in the legal industry as a paralegal, specializing in estate planning, estate administration and corporate law. In this role, she works with the compliance department to ensure that new accounts are properly documented and opened correctly. She is a Certified Trust and Financial Advisor (CTFA) and has completed Cannons Trust School program. Cumberland Trust Headquarters40 Burton Hills Blvd., Suite 300, Nashville, TN 37215615.783.2540, Estate and Post-Mortem Trust Administration, 2021 Cumberland Trust. As Assistant Vice President and Trust Officer in the personal trust division, she is focused on providing a high level of responsiveness and attention to her clients. Toll Free: 1.888.697.0371. Trust Fee Schedule. Fees charged by outside investment managers are separate and apart from the fees payable under this schedule. Tenisha specializes in providing attentive and professional service to her clients. Prior to joining Cumberland Trust, she worked for eight years in Special Education for the Williamson County School District. Asha Nivison joined Cumberland Trust in 2012. Jennie Menzie joined Cumberland Trust in 2012 and serves as President, Chief Operating Officer, and Corporate Counsel. Zandra serves as a Senior Business Development Associate. Constant availability. Previously, Dayton worked in Tuscaloosa, Alabama for Hawkeye Oil and Gas, Inc., a small oil and gas exploration company involved in coal bed methane and other conventional operations in the Black Warrior Basin of Alabama. She has also worked with the Cardinal Basketball Officials Association officiating high school basketball. She was awarded the Certified Trust and Financial Advisor designation (CTFA) and is a graduate of Cannon Trust School, through Cannon Financial Institute. Companies like Wealth Advisors Trust, Advisory Trust and Santa Fe Trust, cater exclusively to investment advisors looking for a place to refer their clients who need to open a trust. A Trustee doesn't have to be a person - you can appoint a bank or professional wealth management company as Trustee if you want to. Cumberland Trust acts as a truly independent trust company. Michelle is a regular speaker for industry-related events nationwide, and she has been published in The Tennessean. Choosing Cumberland Trust provides the peace of mind that comes from knowing you will have a qualified, caring, and independent corporate executor or trustee. Meg holds an A.B. Caroline Mitchell joined Cumberland Trust in 2019. This definitive guide on cost efficient trustee fees will pull back the curtains on what corporate trustees do and how they charge their fees. Overview. In this role, Matt works with the personal trust administration team to support individuals and families, along with their financial, legal, and tax advisors. She was awarded her J.D. Owen holds a bachelors degree in Economics from The University of the South in Sewanee, Tennessee. Lindsay holds a Bachelor of Music in Music Therapy with a Minor in Psychology from the Berklee College of Music in Boston, Massachusetts. Additionally, at Belmont, Mary Elizabeth was involved in many organizations, assisting with the recruitment of new students, and maintaining the schools relationship with alumni and board members. Vice President, Compliance & Audit Officer. Natalicia has been a member of the National Associate of Realtors and Greater Nashville Realtors Association since 2017. in Communication Studies with an emphasis in Public Communications from Marshall University in Huntington, West Virginia. , passed in 2007, allows the creator of a trust to place assets in a Tennessee Investment Services Trust, also known as a self-settled or asset protection trust, to protect them from future lawsuits, creditors, and other predators. Mr. Presley holds a B.A. Lou Anne earned a B.A. FEE SCHEDULE Effective 7/1/22 * All permits and plan review fees included + Additional fees apply as needed for additional inspections # All fees based upon valuation shall be calculated using a signed contract for work. Families can feel assured knowing their loved ones will be looked after when theyre gone, and that their legacy will have a lasting impact. Northern Trust doesnt publish its fee scale, but president Dan Lindley was kind enough to give The Trust Advisor a peek. She is a Fellow in Charitable Estate Planning from the Institute of Charitable Estate Planning. He has completed Cannon Trust School I. Bonnie Parrish joined Cumberland Trust in 2017. Specialized Knowledge and Focused Administration, Conveniently Headquartered in Trust-Friendly Tennessee. Prior to joining Cumberland Trust, Bonnie was a Retirement Plan Co-Implementation Manager at The Retirement Plan Company, LLC where she managed an implementation team and handled trading requests for client 401ks and Required Minimum Distributions. He has twenty-four years of experience in banking, education, and trust administration. $10.00. in Political Economy from Sweet Briar College in Sweet Briar, Virginia. Prior to joining Cumberland Trust, Laura worked at Blakeford At Home as a Care Manager and Executive Director, providing older adults with information, services, and guidance to maintain the highest level of independence in their home. She is a member and past board member of the Financial Planning Association of Greater Memphis and a member of the Memphis Estate Planning Council. Dudley Selinger has been a part of the Cumberland Trust team since 2013. She also leads strategic initiatives aimed at supporting market growth and commitment to client service, oversees the companys long-term planning goals, and advises on legal fiduciary and corporate governance matters. Prior to joining Cumberland Trust, he worked as the Amateur Hockey and Fan Development Coordinator for the Nashville Predators. Either way, Christopher Holtby of Wealth Advisors Trust told me that theres always room for enthusiastic competitors. In this role, Owen works with the Personal Trust Administration team to support individuals and families, along with their financial, legal, and tax advisors. Vice President & Director, Estate Administration. Subscribe to receive Cumberland Trust news, resources and insights in your inbox. As a Business Development Officer, Bob focuses on building relationships with financial advisors, attorneys, and tax professionals throughout the state of Florida. Senior Vice President & Managing Director, Corporate Development. DURING THIS TIME, the county clerk's OFFICE HAS BEEN RELOCATED TO 1760 S MAIN ST (old progressive savings bank) and they are Open 8 am - 5 pm, mon - fri. CAREERS & OUR CULTURE Joseph K. Presley He focuses on being responsive, attentive, and understanding to build relationships with the clients and families he serves. from Western Kentucky University in Bowling Green, Kentucky. Prior to joining Cumberland Trust, Heather worked as Vice President and Trust Officer in the Knoxville area for GreenBank, serving as a relationship manager for trusts, agencies, IRAs, endowments and other institutional accounts throughout East Tennessee and Southern Kentucky.
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